Hi everyone, I’m new to RPA and would appreciate your advice.
I’m trying to automate a task that involves a scenario like this:
We are facing a tedious workflow after a customer purchases an experience on the platform, staff must manually re-book that same activity on a secondary site which is Trip.com). The goal is to find a scalable solution to automatically transfer booking information on tripcom without human intervention (i.e., without doing it manually) and without direct API implementation. The process will look something like this:
- Customer details provided (experience type, date/time, number of guests, contact info, payment confirmation) our internal website and transferred into an Excel sheet.
- Check Tripcom Availability: The agent would query Tripcom for the specific activity and date by navigating Tripcom’s website and searching for the activity.
- Initiate Booking on Tripcom: If the date and time is available, the agent proceeds to book/ If not it emails us telling there is no time and dates matching. The bot clicks through the Tripcom web pages — selecting the date, entering the customer details, and progressing to checkout.
- Handle Payment: Since the customer has already paid on our internal website, the agent must handle payment to [Tripcom]. The bot could perhaps use a company credit card or a pre-saved payment method on Tripcom’s site to complete the transaction.
- Confirmation and Ticket Delivery: Once booked, the agent retrieves the confirmation (booking reference or ticket) from Tripcom. It then records this in the platform’s system or emails details to the customer as needed.
Can this be done using UiPath Studio? Are there any templates or best practices I should follow? As far as I’ve researched, the RPA unattended automation sounds the most suitable for this task, but, I would like some insights.
Thank you!